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From private-equity
Generates targeted question lists, benchmarks, and red flags for due diligence meetings including management presentations, expert calls, and customer references.
npx claudepluginhub neelbelsare/claude-for-financial-services --plugin private-equityHow this skill is triggered — by the user, by Claude, or both
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/private-equity:dd-meeting-prepThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "mee...
description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
Ask the user for:
Organize questions by priority and topic. Structure depends on meeting type:
Business Overview (warm-up)
Revenue & Growth
Competitive Positioning
Operations & Team
Financial Deep-Dive
Forward Look
For each key topic, provide relevant benchmarks:
Based on what's known, flag specific areas to dig into:
One-page meeting prep doc:
Generates targeted question lists, benchmarks, and red flags for due diligence meetings including management presentations, expert calls, and customer references.
Generates strategic sales meeting battle plans as self-contained HTML with coaching frameworks, belief stacks, scripted talk tracks, discovery questions, stakeholder maps, landmine warnings, and timed phase-by-phase game plans for discovery, demos, executive calls, and QBRs.
Generates sales call prep briefs with company/attendee research, agendas, and questions via web search and user input or CRM/email connectors.
Share bugs, ideas, or general feedback.
Share bugs, ideas, or general feedback.